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First Trust SMID Cap Rising Dividend Achievers ETF

154 hedge funds and large institutions have $662M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+11
Holders Change %
+7.69%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
57
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
101
Concourse Financial Group Securities
Alabama
$422K +$303K +11,641 +256%
OPA
102
Old Port Advisors
Maine
$384K
NA
103
NewEdge Advisors
Louisiana
$378K -$89.5K -24,613 -19%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$371K +$371K +14,183 New
MA
105
Mutual Advisors
Nebraska
$335K +$32.4K +1,242 +11%
MSFS
106
Main Street Financial Solutions
Pennsylvania
$323K +$323K +12,410 New
USCWA
107
U.S. Capital Wealth Advisors
Texas
$303K
IAA
108
Independent Advisor Alliance
North Carolina
$295K -$7.32K -281 -2%
TRCT
109
Tower Research Capital (TRC)
New York
$294K -$131K -5,038 -31%
TI
110
tru Independence
Oregon
$291K -$41.7K -1,599 -13%
CCA
111
Cottonwood Capital Advisors
Utah
$280K +$625 +24 +0.2%
CW
112
CreativeOne Wealth
Kansas
$275K -$2.51K -96 -0.9%
MC
113
Moors & Cabot
Massachusetts
$273K +$273K +10,478 New
OCM
114
Objective Capital Management
Ohio
$272K +$11.4K +438 +4%
IP
115
Ignite Planners
California
$271K
OC
116
Oppenheimer & Co
New York
$269K
LNC
117
Lincoln National Corp
Pennsylvania
$264K +$6.41K +246 +2%
JAWM
118
J. Arnold Wealth Management
Ohio
$261K
DC
119
Davenport & Co
Virginia
$256K
QCIG
120
Quad-Cities Investment Group
Iowa
$240K -$37.9K -1,454 -14%
CAL
121
Capital Analysts LLC
Pennsylvania
$240K +$84.5K +3,248 +54%
NFG
122
Nations Financial Group
Iowa
$231K -$241K -9,254 -51%
CAP
123
Columbia Advisory Partners
Washington
$230K -$65.5K -2,515 -22%
AWA
124
Arkadios Wealth Advisors
Georgia
$226K -$519K -19,928 -70%
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$225K +$225K +8,634 New